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Nest egg necessities: This is the ideal way to invest when your retirement is just 1 year away
Moneywise via AOL· 4 hours agoWithdrawing some of your invested funds to buy an annuity provides a buffer against market...
Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 8 hours agoSpecifically, the Retirement Security Rule expands the scope of “investment advice fiduciaries” from individuals rendering investment advice on a regular ...
Mark Cuban's Advice For Lotto Winners: Cash Or Annuity?
Benzinga via Yahoo Finance· 3 days agoThe last two billion-dollar jackpots were in 2023; there was one each in 2022, 2021, and 2018. More...
Annuity salesman sentenced to 19 years in what prosecutors call epic 17-year fraud scheme
The Des Moines Register via Yahoo Finance· 15 hours agoThough Flaherty acted as a financial adviser to clients, Iowa law bars licensed insurance producers...
3M transfers pension obligations to Metropolitan Tower Life By Investing.com
Investing.com· 2 hours agoThis group annuity contract, encompassing roughly 60% of retirees under the 3M Employee Retirement...
Annuities Are Soaring in Popularity. They’re Not All as Safe as They Seem.
Barrons.com· 6 days agoTotal U.S. annuity sales reached a record $385.4 billion in 2023, jumping 23% from the prior year,...
How much cash can a $300,000 annuity generate for me each month?
Stacker via AOL· 3 days agoThey can also help you to explore how annuities might fit into your overall plan. They also provide...
Exploring Annuities for Retirement Income Security
TheStreet.com· 2 days agoIs the traditional 4% withdrawal rule enough? Learn how annuities can offer a guaranteed income stream and potentially reduce risk in your retirement plan. Costco makes no money on this gas ...
JD Supra: A Matter of Trust – DOL Issues Final Amendment Broadly Expanding Definition of Investment...
JD Supra· 7 days agoSeyfarth Synopsis: On April 23, 2024, the Department of Labor released its latest attempt to amend its 1975 “fiduciary rule” and seven prohibited transaction class exemptions issued between ...
Cetera Hires Jerry Patterson to Lead Retirement, Annuity Push | PLANADVISER
PLANADVISER· 3 days agoCetera Financial Group has snagged its second high-level executive from Fidelity Investments in a little over a year as it builds out its retirement offerings for its network ...